Get Your FILL, Financial Independence and Long Life

Health, Wealth, Gratitude Transforms Lives with Tara & Timothy Smith

Timothy L. Smith, CFP · September 8, 2025

Entrepreneur · Finance · Authorin

Interview with Timothy L. Smith, CFP

Health, Wealth, Gratitude Transforms Lives with Tara & Timothy Smith — Timothy L. Smith, CFP

Podcast: Get Your FILL, Financial Independence and Long Life

September 8, 2025 · 39 min

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Health, Wealth, Gratitude Transforms Lives with Tara & Timothy Smith

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Key topicsWhy Creatives and Families Need Real Financial Literacy, Not Just AdviceToo many entrepreneurs, influencers, and even families with growing wealth discover the hard way that taxes, insurance, and investing aren’t optional details-they’re the foundation of long-term freedom. Traditional education rarely covers these essentials, leaving people talented in their craft but vulnerable in their finances. That’s where Tim steps in. As founder of Aurora Private Wealth and co-host of _The Financial Dad_ podcast with his daughters, Tim turns intimidating financial concepts into clear, relatable lessons. With four decades of experience and a mission to make financial literacy accessible, he shows audiences how to take control of their money and avoid costly mistakes. His stories connect across generations and industries, giving listeners a practical playbook for building confidence and security in their financial lives. Exclusive Investment Strategies for the Modern EntrepreneurTim shares insights on innovative approaches to wealth management tailored for entrepreneurs, influencers, and creatives. Tim explains how his expertise in managing high-net-worth portfolios, combined with decades of experience, offers a unique perspective on strategic investing. He also shares actionable tips on navigating financial markets and building wealth sustainably, making complex financial concepts accessible to non-traditional audiences. Why Trust Is the Missing Currency in Finance-and How to Spot Fraud Before It Costs YouInvestment advisor fraud drains billions from Americans every year, yet most victims never saw it coming. The truth is, flashy credentials and polished presentations can mask dangerous conflicts of interest. Tim cuts through the noise with practical tools anyone can use to protect themselves. Drawing from decades in wealth management and the hard lessons behind his upcoming book, he explains how to identify red flags, ask the right questions, and demand true transparency from advisors. With his plainspoken, story-driven approach, Tim empowers audiences to safeguard their money, rebuild trust in financial guidance, and take charge of their financial futures. View all topics →

About Timothy L. Smith, CFP

CFP®, Wealth Strategist, Financial Educator and Podcast Host

40+ years Financial services leadership65 offices Financial advisor network3 presidents Performed as a singerThe Financial Dad Former podcast co-host

Timothy L. Smith, CFP®, is the Founder and CEO of Aurora Private Wealth, Inc., a premier financial services firm serving ultra-high-net-worth individuals and families. With over four decades of experience in wealth management and financial planning, Tim has guided clients through complex investment decisions, helping them preserve, grow, and transfer generational wealth with precision and purpose.

Tim is currently expanding his focus through a new investment business line dedicated to exclusive opportunities for centimillionaires and billionaires. His approach combines institutional-level strategies with a deep understanding of the personal dimensions of wealth — legacy, impact, and stewardship.

As an outspoken advocate for transparency and ethical financial practices, Tim continues to address issues such as investment advisor fraud, drawing from firsthand experience to educate investors on safeguarding their assets. His forthcoming book offers practical insights for discerning investors committed to protecting and enhancing their wealth.

Previously, Tim co-hosted The Financial Dad podcast alongside his daughters, a project aimed at bridging the financial literacy gap for entrepreneurs and creators. While his current ventures target the world’s most sophisticated investors, he remains passionate about empowering people at every stage of wealth creation.

With a background in public speaking, theater, and even performing for three U.S. presidents, Tim’s presence is both commanding and engaging.

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About this episode

In this episode of "Get Your Fill: Financial Independence and Long Life," host Christine McCarron welcomes Tara and TimSmith, a couple who embody the seamless integration of health and wealth. Tara, a former CPA turned certified holistic health practitioner, shares her transformative journey through Lyme disease, mold illness, and a severe spinalcord injury from a biking accident, which inspired her to coach clients at a regenerative medicine clinic in Sarasota, Florida. Tim, with 40 years as a financial planner and entrepreneur, discusses his expertise in lower-riskstructured investments and mentoring advisors. Together, they reveal how their pre-COVID business, Health and Wealth, aimed to support financial professionals in both personal well-being and business strategies, emphasizing that true prosperity arises when health and finances align through mindset and gratitude.

The conversation delves into the parallels between healthand wealth challenges, highlighting how a scarcity mindset or victimhood can sabotage progress in either realm. Tara explains Lyme disease as the "great imitator," often misdiagnosed, and stresses empowerment through gratitude and daily practices like meditation and breathwork to foster healing. Tim echoes this, noting that financial success requires appreciating one's position rather than comparing to others, and shares insights on consciousinvesting in ESG-focused opportunities that benefit society. They discuss overcoming negativity by celebrating small wins, viewing hardships as growth opportunities—like Tara's loss of her sister to suicide fueling her mission—andthe importance of service, where giving back leads to karmic returns in relationships and riches.

Wrapping up with personal anecdotes, including their blinddate in 1987 and 35-year marriage built on communication and shared vision, Tara and Tim offer actionable advice: trust your body's innate healing, seek aligned professionals, and recognize your fortunes in a world of opportunities.For those feeling stuck, they urge starting with simple gratitudes like being alive or having basic needs met. Tune in to discover how shifting to abundance can optimize your health, boost your wealth, and transform your life—perfectfor anyone seeking inspiration to break free from chronic issues or financial ruts.

Highlights to Entice You:

"I am healthier than I have ever been in my life":Tara's triumphant recovery from Lyme and a broken neck proves chronic illness isn't a life sentence.

"Health is a lot more important than wealth":Tim's candid admission flips the script on priorities, revealing why mindset trumps money.

"The more you serve other people, the wealthier youbecome": Their philosophy on karma, conscious investing, and turning pain into purpose will motivate you to rethink your own journey.

Connect with Tara & Timothy:

Website: https://www.aurorapw.com/ Facebook: https://www.facebook.com/auroraprivatewealth Instagram: https://www.instagram.com/thefinancialdad_/ LinkedIn: https://www.linkedin.com/in/timothy-l-smith-cfp-r-b1293443/YouTube: https://www.youtube.com/@Thefinancialdad

Tara’s Insta: Tara Smith | aka 'The DailyCoach' (@coach.tarasmith) • Instagram photos and videos

Guest: Timothy L. Smith, CFP